PSA Today July 2:July and China/PeptiDream comment/Sony and movies/Mazda shares/ Hitachi Chemical data story/ Nachi-Fujikoshi/
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥21,811.93 (-¥492.58/ -2.2%); Topix ¥1,695.29 (-¥35.60 / -2.1%); ¥/$110.70
Tags: Chugai (4519 JP), Sosei (4565 JP), PeptiDream (4587 JP), Merck (MRK US), Roche (ROG SW), Shionogi (4507 JP), Sony (6758 JP), Disney (DIS US), Comcast (CMCSA US), AT&T (T US), Fox (FOXA US), Viacom (VIAG US), Vivendi (VIV FP), Ubisoft (UBI FP), Panasonic (6752 JP), JVC Kenwood (6632), Samsung Electronics (005930 KS), Apple (AAPL US), Take Two (TTWO US), Mazda (7261 JP),Hitachi Chemical (4217 JP), Nachi-Fujikoshi (6474 JP)
Main Points at a Glance
• Welcome to July
• Suga Departs PeptiDream
• Is Sony Underperforming in Movies?
• Mazda shares continue their downslide
• Hitachi Chemical was priced for imperfection
• Nachi-Fujikoshi lifts the bearing story
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.